Knowledge
Give your agents real answers — upload files, import websites and write notes once, then choose which agents use them.
Knowledge is the material your agents look up during a call: prices, opening hours, policies, FAQs, product details. Add it once, then choose which agents can use it — instead of cramming everything into an agent's instructions.
Add knowledge
Open Knowledge under Build. Three buttons sit in the banner.
Upload files
Choose Upload files and pick one or more files. Accepted types are PDF, Word (.docx), TXT, MD, HTML, JSON, XML and CSV, up to 20 MB each.
Clear headings and short sections help the agent find the right passage quickly. Split very large documents into focused files.
Add a website
Choose Add website, enter the address and pick how much of the site to read:
| Option | Pages read |
|---|---|
| This page and the pages it links to | Up to 8 pages |
| A bit more of the site | Up to 15 pages |
| Most of the site | Up to 25 pages |
Chatley reads the pages and saves their text. Importing the same address again within 30 days can reuse the earlier copy instead of reading the site again. Sites built as web apps sometimes have no readable text; if that happens, save the pages as a PDF and upload it.
Past website imports (top right of the table) lists every import and its progress. If an import fails, the page shows a notice with Try again and Dismiss, and the problem also appears under Needs your attention on Home.
Write a note
Choose Write a note for facts that are not in a document — quick FAQs, hours, a policy. Notes are the fastest way to correct something your agent keeps getting wrong.
Read the library
The four cards at the top show Total sources, Knowledge stored against your plan's limit, Connected agents and Websites synced. Below, filter by All, Files and websites or Notes, search by name, or filter by Used by an agent. Switch between list and grid with the toggle.
If you reach your plan's knowledge limit, the page tells you; remove something or upgrade to add more.
Choose which agents use it
On each row, Choose agents sets which agents can look that item up. The Used by column shows the result. You can also attach knowledge from the agent itself — open the agent's Knowledge & call data tab and choose Pick from library, Upload a file, Add a website or Write it in.
Keep it fresh
- Re-import a site when its content changes.
- Delete files that are out of date so the agent never quotes them.
- Put facts that change often in a note you can edit in seconds.
Troubleshooting
| Problem | What to check |
|---|---|
| Upload rejected | Check the file type is in the list above and the file is 20 MB or smaller. |
| A website import has little content | Some sites load their text with scripts. Try a more specific address, or save the pages as a PDF and upload that. |
| The agent does not use the knowledge | Make sure the item is attached to that agent under Choose agents, and that the agent has been published. |
| "Knowledge limit" message | You have reached your plan's limit. Remove items or upgrade. |